FieldAlytics Enable

Welcome to the newly launched FieldAlytics Enable Sales Dashboard, a groundbreaking addition to the FieldAlytics Mobile platform. Designed exclusively for Merchant Ag and Agvance users, this innovative dashboard introduces a suite of advanced functionalities tailored for the modern sales professional in the agricultural sector. FieldAlytics Enable enhances user experience by integrating a comprehensive set of tools specifically developed to streamline sales processes, improve customer engagement, and optimize decision-making. From detailed analytics to intuitive interface design, each feature is crafted to provide essential support and insights, making it an indispensable resource for those in sales roles within the agriculture industry.

FieldAlytics Enable is currently only available to Merchant Ag and Agvance-connected users. Users must also have their User Type set to one of the following within User Admin: 

• Salesperson
• Advisor
• Consultant
• Precision Ag Specialist

Please get in touch with a member of our Customer Success team for more information on activating FieldAlytics Enable for your organization.

Click a link below to view the corresponding section within this article.

Enable Dashboard

When Enable users log into FieldAlytics Mobile, they are greeted with a Dashboard displaying useful information. Each section of this document will go through each tile of the FieldAlytics Enable Dashboard.

Profiles

In FieldAlytics Enable, the Profiles feature lets users choose a specific grower profile. 

Once a grower is selected, the dashboard customizes its display, filtering information across all tiles to show only data relevant to that grower. Additionally, selecting a grower unlocks access to more tiles, providing a comprehensive and tailored view of the relevant information.

Activity

In the Enable Dashboard, the Activity section provides an overview of Jobs, including the total number of Upcoming and Completed Jobs and their respective acreage. Initially, this section aggregates Jobs across all grower profiles linked to a user. However, it narrows down to display information for a selected grower profile. By clicking on the Activity tile, users can view detailed information for each job. This varies by job type: Application jobs show field data and boundaries, while delivery tickets include pickup methods. All job types display the product used, total quantity, and application rate. Additionally, users can switch between Upcoming and Completed Jobs and filter them by Job Type for more specific insights.

Sales Goals

The Sales Goals tile in the FieldAlytics platform is a specialized feature designed to provide a clear comparison between set categorical sales goals and actual sales achievements. This analytical tool is invaluable for sales agronomists and managers, offering real-time insights into sales performance. Users with Administrator privileges can establish and modify these sales goals using the newly introduced Sales Goal Setup tool within the FieldAlytics web application. This user-friendly setup tool allows for precise goal-setting tailored to specific business needs.

Furthermore, the Sales Goals tile harnesses transactional data sourced directly from Merchant Ag and Agvance systems. This integration ensures that the information displayed is both accurate and up-to-date, allowing sales agronomists to effortlessly monitor their progress against set goals throughout the sales season. By doing so, it provides a passive yet powerful means of tracking, helping sales teams to stay informed and strategically aligned with their targets. This feature is not just a tracking tool; it's a strategic asset that helps fine-tune sales strategies and achieve business objectives more effectively.

Tapping on the Sales Goals tile will bring users to an expanded view of the Sales Goals graph. This graph is currently limited to Agronomy only. Tap on each bar to view the Goal Amount or Amount Sold. From here, users may also access data from integrated Sales Opportunity tool. Tap on the Location box and select a Location to continue.

This portion of the Sales Goals tile will display a graph showcasing the Sales Opportunity for the given Location. Users may change the Fiscal Year that is displayed within the graph, or select a grower to get an in depth breakdown of each category and product that relates to the Sales Opportunity for that grower.

Calls to Action

The Calls to Action tile in FieldAlytics acts as a dynamic digital to-do list for sales agronomists, presenting personalized informational prompts based on custom triggers they set within the platform. Leveraging FieldAlytics' powerful integration of spatial and transactional data, users can craft tailored if-then-else statements that align with their specific interactions with growers. Examples of such custom triggers include:

• "We made a prescription for this grower within Fertility, but we never made a work order."
• "As-planted data exists for this grower, but we never sold them seed."
• "We last sampled this field three years ago; we need to talk to this grower about our sampling packages this Fall."
• "The grower just prepaid for 50,000 lbs of Dap; we need to go make fertilizer work orders that use their prepay dollars."
• "We made a farm plan for a burndown application for this grower; we need to make the chemical work orders from them.

Tapping on the Calls to Action tile will display all Calls to Action, sorted by the grower. Each task will be denoted by Complete, In Process, or Not Started status.

Overdue Jobs

The Overdue Jobs tile is a read-only feature that will only display Jobs past their due date. This tile is separated into two tabs that allow users to toggle between Jobs that are currently past due and jobs that are Upcoming Overdue. Jobs within seven days of the due date will appear in the Upcoming Overdue tab.

Account

The Account tile contains four additional sub-tiles; Contact, Statements, Bookings and Invoices. Invoices, Bookings, and Statements will only be available for Merchant and Agvance-connected growers. If a grower account has already been selected from the Enable Dashboard, tapping on the Account tile will show the four sub-tiles. If a grower account has not been selected, tapping on the account tile will prompt users to select a grower from the list to continue

Contact

The Contact tile simply holds all of the Contact information for the grower including addresses, emails, and phone numbers. Users can tap on the phone number to easily make a call to the grower.

Statements

Tapping on Statements will load a list of billing statements for the current year. The year for the listing of billing statements can be changed by tapping on previous, next, or by tapping on the year at the top of the page and selecting the desired year. Tapping on a billing statement will load the pdf, which can be downloaded to the device, printed, or sent.

Bookings

Tapping on Bookings will load a list of Bookings and Prepays for the current year. The Bookings tab is currently only available for Merchant and Agvance connected profiles. Just like in Statements, the year for the listing of invoices can be changed by tapping on previous, next, or by tapping on the year at the top of the page and selecting the desired year.

Tapping on a booking will display a detailed Summary including individual products with the Total Bookings, Total Prepays and Remaining Prepays. This summary is view only.

Invoices

Tapping on Invoices will load a list of Invoices for the current year. Just like in Statements and Bookings, the year for the listing of invoices can be changed by tapping on previous, next, or by tapping on the year at the top of the page and selecting the desired year. Invoices may also be sorted by either Number or Invoice Date by tapping in the upper right corner.

Selecting an invoice to view will display the Details and Line items contained within the invoice. If the Invoice has a pdf associated with it, it may be viewed by tapping on the pdf icon in the upper right corner of the screen and can be downloaded, printed, and sent from here.

Notes

The Notes sub-tile allows users to add folders and notes associated with the account profile. To begin adding Notes, a Folder must first be created. Tap Add Folder in the upper left corner of the screen, then enter a name for the folder and tap OK.

Now under the folder, tap Add Note. Type the note within the provided box (max 450 characters). Tap Save to finish and return to the Notes page.

Notes can only be edited by the user that created the note by tapping on the edit icon to the right of the note. The note will be marked with Read Only if it was created by another user.

Product Lookup

The Product Lookup tile allows users to select and search an inventory site for available products. Tapping on the tile will initially display a list of all connected inventory sites, tap on an inventory site to begin.

Now, begin typing the desired product and select a product from the list of matching results.

The Details page will now be available once a product has been selected. This page includes several sections, including Details, Inventory Levels and Price, Active Ingredients, Availability and Restrictions by State, and Documents. All documents in this page's documents section are downloadable as a PDF.

Leads

The Leads tile allows users to add and manage Sales Leads in FieldAlytics Enable. Users are able to add interactions to each lead with notes to track progress on a potential sale. Tapping on Leads will show all Active Leads. Sales Leads can be classified as three categories Active, Inactive, and Successful. Inactive and Successful Leads can be displayed by tapping on My Active at the top of the list and selecting the respective category. Leads can also be sorted by Name or by Date by tapping on By Name.

To add a new Lead, tap on the + in the upper right corner of the screen. Now enter all necessary information related to the sales lead. In order to save a lead, both Name and Phone are required, all other fields are optional. Once all information has been added, tap Save in the upper right corner of the screen.

Tapping on a created Sales Lead from the starting page allows Users to View all information associated with the Sales Lead including a log of all interactions involved with the Lead. Within this view, users may choose to edit the lead, change the status, or add an interaction.

Tap on the ... in the upper right corner to Edit the Lead or set to Inactive or Successful.

Tap on the + in the upper right corner to add an interaction. Users are able to add Details about the Interaction as well as an image. To add an image, tap on the Add Image and select to take a photo with the Camera or select a Photo from the devices photo library.

Quote Sheet*

The Quote Sheet tile is an extremely useful feature that allows users to develop and send quotes to customers all within FieldAlytics Enable. Quote Sheets can be created from scratch or by Importing products from a Work Order or Tank Mix. 

Tapping on Options at the bottom of the page will allow users to choose to import from either a Work Order or Tank Mix. If an import option is chosen, select the desired Work Order or Tank Mix from the list to populate the Quote Sheet. 

Tap on the pdf icon in the upper right corner to fetch the report.

To build a quote from scratch, start by tapping on "Site" from the initial page and then select an inventory site. Now, users may manually enter an Acre number or select a Field by tapping on Fields. Next, tap on the green + next to a product category to add products.

From there, users must search for the desired product and type the total product needed and price per Unit. Tap on Done to add the product to the Quote Sheet.

Once all desired products have been entered, tap on the pdf icon in the upper right corner to fetch the report.

Example Quote Sheet Report

Fields*

Tapping on the Fields tile directs users to an interactive profile tree at the Grower level. The field tile is divided into two sections: the Map View at the top of the page and the list of farms of the Grower profile in the bottom half. Initially, the map will load, showing the boundaries of all the fields within the Grower profile. Tapping on View Map next to any of the Farms will zoom the map to display only the boundaries of that farm.

Tapping on any of the listed farms will drop down a list of all the fields within that farm. Each field will display Planting and Harvest Dates, Variety planted, and average yield for the given year. Tapping on a field within the farm list will zoom the Map to the boundary of that field.

Crop areas may be edited with FieldAlytics Enable; tap on Edit Crop Area. Users can enter Crop type, Planting information, and Harvest information for Crop Area information. Click Confirm to save.

The Map View has many functions available also.

Rainfall*

Tapping on the Rainfall tile will display a list of all fields within the Grower Profile with totals for rainfall for the past 24 hours, 7 days, 30 days, and seasons. If a planting date has been set for the year, the season will be from that date to the current. If no planting date is set, the season will be from January 1 to the current. 

Tapping in the upper right corner of the screen will allow users to sort the list of fields by Field Name or total Rainfall for each of the timeframes available.

Records*

Tapping on the Records tile will display a list of records from the current year. Users can select a record to view details. Only records created by the user will be able to be edited; any records created by another user will be viewed only. To create a new record, tap on the + in the upper right corner and select the type of record needed.

From there, users may add any information to complete the record. Tapping on the menu next to save will give options to Import Weather or Finalize Event.

Scouting*

The Scouting tile lists all scouting events that have taken place by year. Scouting events cannot be edited or created from here. Tapping on an event will allow users to view the results of the Scouting event. Tapping on the menu next to Save will give users the option to view and download a Detailed Report of the scouting event, or selecting Navigate to Field will launch the device Maps application to give directions to the scouted field.

*Tiles that are only available with a grower profile selected